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UMH

UMH Properties
UMH

79 hedge funds and large institutions have $67.4M invested in UMH Properties in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $59M → $67.4M (+$8.38M)

11% more funds holding

Funds holding: 71 → 79 (+8)

0.76% more ownership

Funds ownership: 31.42% → 32.18% (+0.76%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rutabaga Capital Management
Massachusetts
+$3.04M
2
BIT
BlackRock Institutional Trust
California
+$559K
3
GIP
Granite Investment Partners
California
+$404K
4
DADC
D.A. Davidson & Co
Montana
+$382K
5
WA
WealthTrust Axiom
Pennsylvania
+$344K

Top Sellers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$826K
2
Wells Fargo
Wells Fargo
California
-$715K
3
Morgan Stanley
Morgan Stanley
New York
-$58.1K
4
Citigroup
Citigroup
New York
-$56.5K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
51
STRS Ohio
Ohio
$109K – – –
CS
52
Credit Suisse
Switzerland
$106K +$103K +10,919 New
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$102K – – –
GC
54
Guggenheim Capital
Illinois
$102K +$98.9K +10,472 New
MAA
55
Managed Account Advisors
New Jersey
$101K +$21.8K +2,306 +29%
U
56
UBS
Switzerland
$97K +$22.8K +2,416 +32%
DAM
57
Delta Asset Management
Tennessee
$49K – – –
Citigroup
58
Citigroup
New York
$42K -$56.5K -5,988 -59%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$35K +$2.63K +278 +8%
AA
60
Apriem Advisors
California
$29K – – –
PAS
61
Partnervest Advisory Services
California
$22K – – –
Credit Agricole
62
Credit Agricole
France
$17K – – –
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$15K – – –
Barclays
64
Barclays
United Kingdom
$15K +$3.08K +326 +24%
EARNEST Partners
65
EARNEST Partners
Georgia
$13K -$4.72K -500 -28%
BlackRock
66
BlackRock
New York
$12K +$1.54K +163 +15%
AllianceBernstein
67
AllianceBernstein
Tennessee
$11K -$25.5K -2,700 -71%
RFC
68
Russell Frank Company
Washington
$11K – – –
BJ
69
BlackRock Japan
Japan
$10K -$4.9K -519 -34%
ACM
70
Antonetti Capital Management
Florida
$10K – – –
SAMC
71
Shinko Asset Management Company
Japan
$8K – – –
GT
72
Glenmede Trust
Pennsylvania
$7K – – –
Daiwa Securities Group
73
Daiwa Securities Group
Japan
$4K – – –
Ameriprise
74
Ameriprise
Minnesota
$4K +$1.7K +180 +100%
AC
75
Alexandria Capital
Virginia
$3K – – –
1 2
3
4

UMH Hedge Fund Activity: Q1 2014 in Review

79 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2014, worth a combined $67.4M — up 14% from $59M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UMH positions and 1 closed out — a net gain of 9 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $3.04M. The largest seller was California Public Employees Retirement System, cutting an estimated $826K.

  • 79 institutional investors held UMH Properties (UMH) as of Q1 2014, up from 71 in Q4 2013.
  • Funds reported $67.4M of UMH Properties stock for Q1 2014, up 14% quarter-over-quarter.
  • 10 funds opened new UMH Properties positions in Q1 2014 and 1 closed out, a net change of +9 holders.
  • The largest UMH Properties buyer in Q1 2014 was Rutabaga Capital Management, an estimated $3.04M added.
  • The largest UMH Properties seller in Q1 2014 was California Public Employees Retirement System, an estimated $826K sold.

Based on aggregated 13F filings for Q1 2014.